# Dana Goldfarb

> Dana Goldfarb is a fee-only financial advisor at Goldfarb Wealth Advisors in Charlotte, North Carolina. Dana charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,000 a year).

Page: https://find.wellspent.co/advisors/dana-goldfarb/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Goldfarb Wealth Advisors
- **Based in:** Charlotte, North Carolina
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,000 a year
- **Assets under management (firm):** $52.0M across 54 accounts
- **CRD:** 6291977 (https://adviserinfo.sec.gov/individual/summary/6291977)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.goldfarbwealthadvisors.com

## Frequently asked questions

### Is Dana Goldfarb a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dana holds no broker registration, and Goldfarb Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dana charge for financial advice?

Dana charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Dana charge?

According to Goldfarb Wealth Advisors's website, checked October 30, 2026: ongoing planning from $2,000 a year.

### Where is Dana Goldfarb based?

Dana Goldfarb is based in Charlotte, North Carolina.

### Is Dana Goldfarb registered with the SEC?

Yes. Dana Goldfarb is registered as an investment adviser representative in NC (CRD 6291977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Goldfarb Wealth Advisors manage?

Goldfarb Wealth Advisors reports $52.0M across 54 accounts in assets under management.

### How do I contact Dana Goldfarb?

Through Dana's website, www.goldfarbwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6291977): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.goldfarbwealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.